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Bespoke Investment Group

Financial Research, Money Management
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Bespoke Investment Group provides some of the most original content and intuitive thinking on the Street. Founded by Paul Hickey and Justin Walters, formerly of Birinyi Associates and creators of the acclaimed TickerSense blog, Bespoke offers multiple products that allow anyone, from institutions ...more
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All Good Things Come To An End
Friday, April 12, 2024 4:30 PM EDT
The rally from the October lows through the end of March was enough to make any bull giddy, but April has brought a decidedly different market mood.
In this article: SPY, SPX
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A Lengthy Amazon Streak Ends
Thursday, April 11, 2024 5:41 PM EDT
​​​​​​​Amazon was the latest mega-cap to make a new all-time high today after experiencing a drawdown of 50% during the 2022 bear market for stocks.
In this article: AMZN
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Inflation, Poor Sales, And Fewer Jobs
Tuesday, April 9, 2024 4:32 PM EDT
While the index was expected to tick up to 89.9 from 89.4 in February, it instead dropped down to 88.5. That is the weakest reading since December 2012.
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“A Big F-ing Deal”
Tuesday, April 2, 2024 6:44 PM EDT
On a relative basis, managed care stocks underperformed the S&P 500 by 5.6 percentage points for the day.
In this article: SPX
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Streaks Of The S&P 500
Tuesday, April 2, 2024 2:48 PM EDT
Not only has the S&P 500 been extended versus its 50-DMA, but it has also traded overbought relative to its 200-DMA.
In this article: SPY, SPX
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Equities Shine Over Bonds
Monday, April 1, 2024 4:39 PM EDT
Helped mainly by the massive gain since late October, the S&P 500’s one-year trailing total return through the end of March clocked in at an eye-watering 30.5%
In this article: IEF, SPX
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Q1 2024 Asset Class Performance, Big Winners And Losers
Thursday, March 28, 2024 6:31 PM EDT
The first quarter of 2024 ended with the S&P 500 posting a total return of 10.4%.
In this article: NVDA, EWJ, EWZ, IJH, SPY, XLE, XLF, NYCB, DASH, VRT
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Five Straight
Thursday, March 28, 2024 3:15 PM EDT
The S&P 500 will end March with a gain of more than 1%, making it the 5th straight month with 1%+ gains.
In this article: SPY
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All Or Nothing Comes Back
Thursday, March 28, 2024 12:52 PM EDT
Recently, all-or-nothing days have been hard to come by. On a rolling 200-day basis, only 4.5% of days have registered such readings.
In this article: SPY
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One Bad Apple
Wednesday, March 27, 2024 5:35 PM EDT
Over the last 200 trading days, the S&P 500 is up 21%, and during that time, shares of AAPL have dropped over 6%.
In this article: AAPL
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IPO Activity Slow To Recover
Thursday, March 21, 2024 5:05 PM EDT
While Reddit's debut places some attention on new companies, overall IPO activity remains muted.
In this article: IPO Also: RDDT
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Yen Weakness Continues
Wednesday, March 20, 2024 12:47 PM EDT
Taking a very long-term look at the yen, the roughly 152 resistance level has been in place for decades.
In this article: FXY
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Homebuilder Sentiment Back To Expansion
Monday, March 18, 2024 5:20 PM EDT
Earlier today, the National Association of Home Builders published its March reading on homebuilder sentiment.
In this article: ITB, SPY
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Rotation
Friday, March 15, 2024 3:20 PM EDT
Investors have been waiting for a broadening out of the rally for even longer than they’ve been pricing in (and then pricing out) rate cuts, but while breadth may still be relatively narrow, there has been a good deal of rotation recently.
In this article: SPY, SPX
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Another Weak Breadth Rally
Wednesday, March 13, 2024 9:15 AM EDT
Yesterday was another one of those days in the market where the market rallied, and breadth stunk.
In this article: SPX
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Labor: Not The Problem It Used To Be
Tuesday, March 12, 2024 4:35 PM EDT
Of all the problems highlighted, labor took a backseat in February with a five percentage point decline in the share of businesses reporting quality of labor as their biggest problem.
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